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SVOAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$14.27
Change
-$2.21 (-13.41%)
Net Assets
613.92M

SVOAX SEI US Managed Volatility F (SIMT) Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Merck & Co (NYSE:MRK), International Business Machines Corp (NYSE:IBM), Cisco Systems (NASDAQ:CSCO), Verizon Communications (NYSE:VZ), Bristol-Myers Squibb Co (NYSE:BMY), CVS HEALTH Corp (NYSE:CVS), Gilead Sciences (NASDAQ:GILD).

Industry description

The investment seeks to maximize after-tax returns, but with a lower level of volatility than the broad U.S. equity markets. The fund will typically invest in securities of U.S. companies of all capitalization ranges. These securities may include common stocks, preferred stocks, warrants and exchange-traded funds (ETFs). It may also, to a lesser extent, invest in American Depositary Receipts (ADRs), real estate investment trusts (REITs) and securities of non-U.S. companies.

Market Cap

The average market capitalization across the SEI US Managed Volatility F (SIMT) MF is 140.51B. The market cap for tickers in the group ranges from 10.53B to 331.75B. MRK holds the highest valuation in this group at 331.75B. The lowest valued company is DOX at 10.53B.

Volume

The average weekly volume growth across all stocks in the SEI US Managed Volatility F (SIMT) MF was 41%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -1%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 30
P/E Growth Rating: 50
Price Growth Rating: 41
SMR Rating: 64
Profit Risk Rating: 46
Seasonality Score: 41 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
SEI Institutional Managed Trust2 OLIVER STBoston
Phone
8003455734
Web
www.seic.com
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SVOAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SVOAX has been loosely correlated with FFFMX. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if SVOAX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SVOAX
1D Price
Change %
SVOAX100%
N/A
FFFMX - SVOAX
60%
Loosely correlated
-5.09%
FFMMX - SVOAX
59%
Loosely correlated
-5.07%
RMFEX - SVOAX
53%
Loosely correlated
-5.03%
RMEBX - SVOAX
52%
Loosely correlated
-4.94%
RMFCX - SVOAX
52%
Loosely correlated
-4.98%
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